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TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC.
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SENIOR ACTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:SENIOR ACTION, INC.
Employer identification number (EIN):570507961
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01ANDREA G. SMITH2024-10-29 ANDREA G. SMITH2024-10-29
0042022-01-01ANDREA G. SMITH2024-10-29 ANDREA G. SMITH2024-10-29
0042021-01-01ANDREA G. SMITH2024-10-29 ANDREA G. SMITH2024-10-29
0042020-01-01ANDREA SMITH2021-05-28 ANDREA SMITH2021-05-28
0042019-01-01ANDREA SMITH2020-06-30 ANDREA SMITH2020-06-30
0042018-01-01ANDREA SMITH2019-04-25 ANDREA SMITH2019-04-25
0042017-01-01ANDREA SMITH2018-07-24 ANDREA SMITH2018-07-24
0042016-01-01WENDY HINES2017-07-26 WENDY HINES2017-07-26
0042015-01-01WENDY HINES2016-07-22 WENDY HINES2016-07-22
0042014-01-01HEATHER LISTAR2015-09-17 HEATHER LISTAR2015-09-17
0042013-01-01LYNN BAKER2014-07-18 LYNN BAKER2014-07-18
0042012-01-01LYNN BAKER2013-08-19 LYNN BAKER2013-08-19
0042011-01-01LYNN BAKER2012-08-10 LYNN BAKER2012-08-10

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-101
Total number of particpants at end of year2025-10-101
Number of Participants With Account Balances2025-10-101
2024: TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-291
Total number of particpants at end of year2024-10-291
Number of Participants With Account Balances2024-10-290

Financial Data on TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-100
Net assets as of the end of the plan year2025-10-1021027
Total assets as of the beginning of the plan year2025-10-1016862
Value of plan covered by a fidelity bond2025-10-101000
Other income to plan in this plan year2025-10-104165
Plan net income in this plan year2025-10-104165
Net assets as of the end of the plan year2025-10-1021027
Net assets as of the beginning of the plan year2025-10-1016862
2024 : TAX DEFERRED ANNUITY PLAN OF SENIOR ACTION, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-290
Net assets as of the end of the plan year2024-10-2916862
Total assets as of the beginning of the plan year2024-10-2912336
Value of plan covered by a fidelity bond2024-10-29500000
Other income to plan in this plan year2024-10-294525
Plan net income in this plan year2024-10-294525
Net assets as of the end of the plan year2024-10-2916862
Net assets as of the beginning of the plan year2024-10-2912336

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